How do I pay an invoice given to a client when the client just gives me his credit card over the phone?

Hello sonny@attitudeco,

It sounds to me like you're working with QuickBooks Online and QuickBooks Payments, but rather than going through the online processing, your customer has given you their credit card number. Not to worry, there's still a way you can process the payment on their behalf when they do that, and I can walk you through it.

Whether you're working with a sales receipt or an invoice payment, it is possible for you to process the credit card payment on behalf of your client. It's fairly simple, and here's how it's done.

Process credit card for an invoice payment

1. Click +New in the left menu.
2. Choose Receive payment.
3. Choose the customer.
4. Select the invoice.
5. Choose Credit card from the Payment Method drop-down menu.
6. Check off the box Process credit card.
7. Choose Enter credit card details.
8. Enter the credit card information.
9. Click Save.
10. Save the transaction.

Pretty easy, right? If you ever need to process a credit card payment on a sales receipt, the process is similar in that you'll want to create the sales receipt, enter the appropriate customer and transaction details, and then follow along from step 5 above.

If your situation is that you're not using QuickBooks Payments, I recommend discussing with your customer some other way to make the payment or process the card. In those situations, all you'd do in QuickBooks is record the invoice payment as normal.

I hope this helps!